Planning solutions involve ensuring that distribution of assets upon death accomplishes client goals.
Planning solutions involve ensuring that tax minimization strategies are employed during life to accomplish client goals.
Administration services for estates and trusts to realize client objectives and provide advocacy during administration of estates and trusts.
We understand that no two clients are the same, and that every estate plan should be as unique as the client requesting it. This is why we invest our time into getting to know our clients and understand their unique needs and circumstances. We believe that a solid foundation based on a client-centered approach makes for a much better attorney-client relationship and much more effective estate planning strategies overall.
Begin by understanding the client’s objectives—whether it's protecting assets, planning for long-term care, or ensuring a smooth estate transfer.
Review the client’s financial, medical, and family situation. Evaluate legal tools such as trusts, powers of attorney, and Medicaid eligibility.
Draft and implement the necessary legal documents and strategies with precision, ensuring compliance with all applicable laws and tailored to the client’s needs.
Maintain an ongoing relationship through regular check-ins, updates for legal changes, and revisions to plans as the client’s circumstances evolve.
